Estate planning attorneys, financial advisors and accounting professionals are invited to attend a continuing education webinar presented by Lee Poskanzer for Clear Law Institute on February 15, 1:00 PM to 2:15 PM ET. “The Digital Afterlife: A Maze of Laws, Privacy Policies, and Understanding Client Behavior” will explain how to navigate the privacy policies and laws that govern digital assets and understanding client behavior about these accounts. Guest speakers will include George Constant of Constant Law Group and Pamela Morgan, a leading expert in estate planning for the cryptoasset owner.
The average person has more than 170 online accounts, including banking, investments, cryptocurrency, stores, medical information, personal and social media accounts, music and digital images and accounts for their work life. We are completely dependent on the internet to conduct the day-to-day activities of our lives. Estate management and portfolio management are just two of the areas that have become far more challenging for attorneys and financial professionals.
Identifying and correctly passing on digital assets is not a problem for the future: it is here, now.
In this practical webinar, you’ll learn about the digital industry and how financial and sentimental value property can often be hidden, lost, or forgotten. You will also learn about new and existing privacy laws, along with site owner Terms of Service Agreements (that we all agree to) that can prevent access to information. And you’ll learn about cryptocurrency and how you can best prepare clients for handling this new type of property. You’ll also look at potential solutions to utilize in an effective, secure, and lawful manner.
Upon course completion, you will be able to:
- Introduce digital assets directives management to your firm, staff, and clients
- Describe digital assets and their directives with clients
- Recognize relevant laws related to privacy
- Outline the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA)
- Define website owner perspectives and their Terms of Service Agreements(TOSA)
- Identify available options for handing digital assets directives management
- Determine how to handle CryptoAssets
- Plan for current and future digital property acquisition based on client’s behavior
- Consider plans for cryptoassets
Lee Poskanzer is the CEO of Directive Communication Systems (DCS). He has successfully led product innovation change at Fortune 500 companies, including American Express, Safeway, PolyGram, and Staples. Mr. Poskanzer has taken this experience into the legal industry. With the recognition of the growing need for managing digital assets and online accounts directives, he founded DCS to assist estate professionals and their clients to properly prepare their digital estates. He has become a respected authority on the digital afterlife, appearing on industry panels and authoring for the Pennsylvania Bar Association, International Bar Association, the International Association of Privacy Professionals, NAEPC local chapters, WealthCounsel, ILS, Bryn Mawr Trust, the American College of Trust and Estates Counsel, and others.